Vault-13

ISHARES TR LQDW

INVT GRD CORP BD · ETP · CUSIP 46436E288

43 institutional holders -3 vs Q1 2026
3,155,3693.2m shares reported held*
$75.8mreported value*
6 new 18 added 11 reduced 6 sold out net bought ≈ $287.6k (+12.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.03.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 5Q4 22: 7Q1 23: 11Q2 23: 17Q3 23: 26Q4 23: 22Q1 24: 25Q2 24: 27Q3 24: 24Q4 24: 28Q1 25: 28Q2 25: 34Q3 25: 35Q4 25: 41Q1 26: 46Q2 26: 4343Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20227
Q1 202311
Q2 202317
Q3 202326
Q4 202322
Q1 202425
Q2 202427
Q3 202424
Q4 202428
Q1 202528
Q2 202534
Q3 202535
Q4 202541
Q1 202646
Q2 202643

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 14 bought or addedQ3 24: 10 cut or sold outQ4 24: 14 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 5 cut or sold outQ2 25: 20 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 11 cut or sold outQ4 25: 29 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 28 bought or addedQ1 26: 14 cut or sold outQ2 26: 24 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241410
Q4 20241410
Q1 2025195
Q2 20252011
Q3 20252211
Q4 20252910
Q1 20262814
Q2 20262417

Biggest buyers

HighTower Advisors, LLC New +47,924+47.9k
RAYMOND JAMES FINANCIAL INC Added +36,397+36.4k
Sentinel Advisory Group, LLC Added +28,188+28.2k
Farther Finance Advisors, LLC Added +23,237+23.2k
STIFEL FINANCIAL CORP Added +21,186+21.2k
Lloyd Advisory Services, LLC. New +19,237+19.2k
IMA Advisory Services, Inc. New +15,401+15.4k
LPL Financial LLC Added +11,777+11.8k
ARMSTRONG ADVISORY GROUP, INC Added +10,597+10.6k
Nicholas Wealth, LLC. Added +8,351+8.4k

Biggest sellers

MATHER GROUP, LLC. Reduced -74,180-74.2k
Private Advisor Group, LLC Reduced -44,109-44.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -37,081-37.1k
WealthShield Partners, LLC Reduced -25,596-25.6k
BANK OF AMERICA CORP /DE/ Reduced -17,504-17.5k
Janney Montgomery Scott LLC Sold out -16,940-16.9k
CITADEL ADVISORS LLC Reduced -6,696-6.7k
DOVER ADVISORS, LLC Reduced -3,125-3.1k
Fortis Capital Advisors, LLC Reduced -2,183-2.2k
Belpointe Asset Management LLC Reduced -2,183-2.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 891,169891.2k $21.4m $21.4m 0.00% Reduced -17.5k -17,504
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 454,812454.8k $10.9m $10.9m 0.00% Added +36.4k +36,397
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 324,075324.1k $7.8m $7.8m 0.00% Added +11.8k +11,777
4 Sentinel Advisory Group, LLC 2.72% of their portfolio MIDDLETON, WI 276,852276.9k $6.7m $6.7m 2.72% Added +28.2k +28,188
5 Kelly Financial Services LLC 0.93% of their portfolio BRAINTREE, MA 180,681180.7k $4.3m $4.3m 0.93% Added +4.3k +4,334
6 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 153,561153.6k $3.7m $3.7m 0.00% Added +21.2k +21,186
7 Prime Capital Investment Advisors, LLC 0.03% of their portfolio OVERLAND PARK, KS 148,564148.6k $3.6m $3.6m 0.03% Added +5.4k +5,433
8 ARMSTRONG ADVISORY GROUP, INC 0.15% of their portfolio NEEDHAM, MA 102,894102.9k $2.5m $2.5m 0.15% Added +10.6k +10,597
9 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 94,51594.5k $2.3m $2.3m 0.02% Reduced -74.2k -74,180
10 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 55,51055.5k $1.3m $1.3m 0.01% Reduced -44.1k -44,109
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 51,06051.1k $1.2m $1.2m 0.00% Added +7.3k +7,331
12 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 47,92447.9k $1.2m $1.2m 0.00% New
13 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 30,45830.5k $731.8k $731.8k 0.00% Added +6.6k +6,613
14 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 29,36129.4k $705.4k $705.4k 0.03% Reduced -1.5k -1,494
15 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 28,50028.5k $684.7k $684.7k 0.08% Added +1.0k +1,000
16 Nicholas Wealth, LLC. 0.34% of their portfolio MARIETTA, GA 25,94125.9k $623.2k $623.2k 0.34% Added +8.4k +8,351
17 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 23,83723.8k $572.7k $572.7k 0.00% Added +23.2k +23,237
18 DOVER ADVISORS, LLC 0.21% of their portfolio RICHMOND, VA 21,29221.3k $522.8k $522.8k 0.21% Reduced -3.1k -3,125
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,23221.2k $501.5k $501.5k 0.00% Reduced -1.8k -1,784
20 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 20,01620.0k $480.9k $480.9k 0.02% Reduced -2.2k -2,183
21 Fortis Capital Advisors, LLC 0.05% of their portfolio PRAIRIE VILLAGE, KS 20,01620.0k $480.9k $480.9k 0.05% Reduced -2.2k -2,183
22 Lloyd Advisory Services, LLC. 0.18% of their portfolio SUWANEE, GA 19,23719.2k $462.2k $462.2k 0.18% New
23 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 18,25918.3k $438.7k $438.7k 0.01% Unchanged
24 IMA Advisory Services, Inc. 0.02% of their portfolio DENVER, CO 15,40115.4k $370.0k $370.0k 0.02% New
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,54313.5k $325.4k $325.4k 0.00% Added +2.2k +2,175
26 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 11,71011.7k $281.3k $281.3k 0.00% Added +559 +559
27 Comprehensive Financial Consultants Institutional, Inc. 0.07% of their portfolio Bloomington, IN 11,66011.7k $280.1k $280.1k 0.07% Unchanged
28 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 11,60011.6k $278.7k $278.7k 0.02% Unchanged
29 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 10,99411.0k $264.1k $264.1k 0.00% Reduced -1.9k -1,859
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,95111.0k $263.1k $263.1k 0.00% Reduced -6.7k -6,696
31 CRA Financial Services, LLC 0.03% of their portfolio NORTHFIELD, NJ 9,2409.2k $222.0k $222.0k 0.03% Added +21 +21
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,0009.0k $216.2k $216.2k 0.00% Unchanged
33 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,7868.8k $211.1k $211.1k 0.01% Unchanged
34 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 884884 $21.2k $21.2k 0.00% Unchanged
35 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 744744 $17.9k $17.9k 0.00% Unchanged
36 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 627627 $15.1k $15.1k 0.00% New
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 306306 $7.0k $7.0k 0.00% Added +6 +6
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 295295 $7.1k $7.1k 0.00% Added +295 +295
39 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 150150 $3.6k $3.6k 0.00% Unchanged
40 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 141141 $3.4k $3.4k 0.00% Reduced -25.6k -25,596
41 Triumph Capital Management 0.00% of their portfolio DENVER, CO 131131 $3.1k $3.1k 0.00% Added +100 +100
42 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6666 $1.6k $1.6k 0.00% New
43 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $30 $30 0.00% New